Customer Service Representative

Gallo Mechanical, LLC; Houston (TX); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Company-paid medical insurance

Dental, vision, voluntary life, short‑

Term disability, accident, and other保险

Team Incentive Program (TIP)

401(k) plan with a 5% company match

Employee wellness resources, PTO

Job summary

Gallo Mechanical Services is seeking a Customer Service Representative to support the service department by coordinating calls, dispatching technicians, and serving as the primary liaison among customers, technicians, and internal teams.

The CSR will help ensure timely service delivery, accurate documentation, and high customer satisfaction, working closely with service management and billing to maintain records and support efficient workflow.

Qualifications

• High school diploma or equivalent required.
• 2+ years of customer service/dispatch/administrative experience in field service environment.
• Proficiency in Microsoft Office and ERP systems.
• Strong organizational and time-management skills.
• Excellent verbal and written communication.

Responsibilities

• Answer service-related calls and emails promptly.
• Coordinate, schedule, and dispatch service calls.
• Act as liaison between customers, technicians, and internal teams.
• Prepare daily technician schedules by 4:30 p.m.
• Support administration including purchase orders and work orders.
• Review and correct time entries; escalate as needed.
• Monitor work orders and quotes to ensure timely completion.
• Schedule and book approved quoted service jobs and document data entry.
• Maintain records related to customer requests, service work, and dispatch activity.
• Collaborate with Billing Analyst on open purchase orders.

Skills

Customer service

Dispatch coordination

MS Office

Data entry / ERP

Time management

Verbal and written communication

Education

High school diploma

Associate degree preferred

Tools

Microsoft Office

ERP systems

Service management software

Job description

Gallo Mechanical Services is looking for a Customer Service Representative (CSR) to join our growing team. The CSR is responsible for supporting the daily operations of the service department by coordinating service calls, dispatching technicians, and serving as a primary point of contact between customers, technicians, and internal teams.

This role plays a critical part in ensuring timely service delivery, accurate documentation, and a high level of customer satisfaction. The CSR works closely with service technicians, service management, and billing to support efficient workflow, resolve issues, and maintain accurate service and purchasing records.

RESPONSIBILITIES:

• Answer all service-related phone calls and emails in a timely and professional manner:
  • Support customer relationship management efforts
  • Address and resolve customer inquiries, complaints, and service issues.
  • Communicate proactively with customers and service technicians regarding scheduling changes, delays, or job-related concerns.
• Coordinate, schedule, and dispatch service calls to ensure optimal technician utilization and customer satisfaction.
• Act as the primary communication liaison between customers and service technicians to facilitate accurate information flow and issue resolution.
• Prepare and distribute daily service technician schedules by 4:30 p.m. for the following business day.
• Provide administrative and operational support to service technicians, including:
  • Creation and review of purchase orders.
  • Assignment and management of work orders.
• Review and correct technician time entries as needed to ensure accuracy.
  • Escalate unresolved or missing time entries from the prior day to the Service Manager.
• Monitor service work orders, particularly quoted jobs, to ensure timely completion and adherence to customer commitments.
• Schedule and book all approved quoted service jobs.
  • Complete required documentation and perform accurate data entry within company systems.
• Maintain accurate records and files related to customer requests, service work performed, charges, dispatch activity, and related documentation.
• Collaborate with the Billing Analyst to manage open purchase orders.
  • Review the division’s open purchase order report on a monthly basis and follow up on purchase orders requiring receipt or closure.

• High school diploma or equivalent required; associate degree or relevant coursework preferred.
• 2+ years of experience in a customer service, dispatch, administrative, or service coordination role, preferably within a construction, mechanical, HVAC, or field service environment.
• Experience coordinating schedules and supporting field technicians in a fast-paced environment.
• Strong customer service skills with the ability to professionally handle customer concerns and resolve issues.
• Proficiency in Microsoft Office (Outlook, Excel, Word) and experience working within service management, dispatch, or ERP systems.
• Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
• High attention to detail and accuracy, particularly with data entry, time corrections, and purchase order management.
• Effective verbal and written communication skills, with the ability to work collaboratively across departments.
• Ability to work independently while maintaining accountability and follow-through.
• Familiarity with purchase orders, work orders, billing coordination, and service documentation preferred.

At Gallo Mechanical Services, our foundation is built on the core values of family, service, and exceptional performance. With 80 years as a proud, locally-owned family business, we are dedicated to finding innovative ways to serve and support the community we call home. It all starts with our greatest asset – our people! We invest in your growth through dedicated training programs and back you up with a comprehensive benefits package designed to help you thrive in your career.

• Training, support, and career progression to help you grow in your career.
• Company-paid medical insurance
• Dental, vision, voluntary life, short term disability, accident, and critical illness insurance
• Team Incentive Program (TIP): Allows eligible employees to share in company financial success.
• 401(k) plan with a 5% company match
• Employee wellness resources, PTO benefits, and more!